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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,634 | $125,797-16.8% | $170,043-38.5% | $75,173+39.2% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 41.69% | 27.20%+14.5pp | 53.40%-11.7pp | 160.72%-119.0pp |
| Employer contribution / active EE | $1,803 | $4,616-60.9% | $6,790-73.4% | $2,671-32.5% |
| Participant deferral / active EE | $6,688 | $6,838-2.2% | $10,410-35.8% | $4,126+62.1% |
| Admin fee / account holder | $31,156 | $8,177+281.0% | $12,824+142.9% | $5,651+451.4% |